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111 N. Washington Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-23 |
| WI | RA | APPROVED | 2016-08-08 |
Branch Locations
111 N. Washington Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Green Bay | WI | 03/2011 | 12/2017 |
| Nicolet Wealth Management, Llc | Green Bay | WI | 08/2016 | Present |
| Nicolet National Bank | Green Bay | WI | 02/2016 | Present |
| Private Client Services | Louisville | KY | 01/2018 | Present |
1) NICOLET ADVISORY SERVICES, LLC, 111 N. Washington Street, Green Bay, WI, 54115. Financial advisor. 152 hrs/month, 123 during trading hrs. 2) Outside insurance sales through various carriers. 3) Fruit of the Sea, LLC. 3605 Beachmont Rd, DePere, WI 54115. Investment Entity. Entity was formed to buy a percentage of a food distribution company. Member/Owner/ Silent Investor. 1 hr/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-16 |
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